Investment Counselor | Private Wealth

Role & responsibilities

• Develops new and expands existing High Net worth Customer relationships for

liabilities by sourcing category A private wealth customers

• Sources new bank customers through external individual efforts and acquisition

channel

• Ensures high levels of customer service orientation and application of bank policy

• Cross sells bank products to existing set of Customers

• Informs customers of new products or product enhancements to further expand the

banking relationship

• Plans and conducts special sales initiatives and events for prospective and existing

clients

• Coordinates with other group companies to provide seamless access to other

products

• Maintains complete relationship record for assigned customer accounts